FP&A is entering a pivotal five-year transformation. While spreadsheets and legacy tools have long dominated, the launch of ChatGPT marked a true inflection point, showing that technology can now be conversational, intuitive, and proactive. In the near future, finance leaders will work with intelligent agents that model scenarios, adjust forecasts, and act in real time — eliminating manual reconciliations and endless reporting cycles. But AI isn’t the hard part; the real challenge is building strong data foundations, clear definitions, and consistent drivers. CFOs and FP&A teams who start this work today will be best positioned to thrive tomorrow. 

Woolnorth Renewables knew spreadsheets couldn’t keep pace with the scale and complexity of their growing operations. Errors, version chaos, and endless reconciliations left the finance team “data-rich but analysis-poor.” With Pivot2’s support, they implemented NetSuite Planning and Budgeting (NSPB) in just eight weeks—delivering secure, accurate reporting packs, rolling forecasts, and reliable insights. The result? A small but powerful finance team freed from spreadsheet firefighting and focused on meaningful analysis that drives smarter decisions.

This blog explores what CFOs need to consider when it comes to EPM scalability in 2025. It highlights why agility, not just capacity, is the real challenge—and how definitions, structure and flexibility play a bigger role than most realise. Practical and opinion-led, it’s aimed at finance leaders looking to future-proof their planning approach.